In our globalised, high-tech world, market disruptors – like Aldi, Amazon and artificial intelligence – are coming faster than ever before. Disruptors can have a massive impact – positive and negative – on holdings in your portfolio. Which is why, as investors, it’s essential to stay tuned to what could be next. Continue…

by Lisa Fedorenko Posted in Market commentary.

• 2 Comments
• save this article
• 2
• POSTED IN Market commentary.

by Roger Montgomery's Team Posted in Old Content.

• Enter your password to view comments.
• save this article
• Enter your password to view comments.
• POSTED IN Old Content.

In this interview with Ross Greenwood, David Buckland talks about the drop in share price recently experienced by Virtus, Monash and Navitas.

by David Buckland Posted in Radio.

• LISTEN
• save this article
• POSTED IN Radio.

We’ve postured that Resmed has fundamentally changed the US business model in its favour with its Airsense platform. After the release of Resmed’s second quarter results for financial year 2017, we explore how it is tracking against this thesis. Continue…

by Ben MacNevin Posted in Health Care.

• 2 Comments
• save this article
• 2
• POSTED IN Health Care.

by Roger Montgomery's Team Posted in Old Content.

• Enter your password to view comments.
• save this article
• Enter your password to view comments.
• POSTED IN Old Content.

In terms of household debt to disposable income (187 per cent) and household debt to GDP (125 per cent), Australian householders are vying for gold in the debt Olympics.  Our love affair with property has been greatly assisted by record low interest rates and this reduction is illustrated below with the “Interest paid to disposable income ratio” declining from 13 per cent to just over 8 per cent over the past decade. Continue…

by David Buckland Posted in Market commentary.

• 3 Comments
• save this article
• 3
• POSTED IN Market commentary.

In September 2015, Howard Marks wrote a memo entitled, ‘It’s Not Easy’, a reflection on Charlie Munger’s famous aphorism about investing, “It’s not supposed to be easy. Anyone who finds it easy is stupid.” The memo reflected upon the requirement for second level thinking in order to be a successful investor. Continue…

by Roger Montgomery Posted in Editor's Pick, Financial Services.

• 6 Comments
• save this article
• 6
• POSTED IN Editor's Pick, Financial Services.

by Roger Montgomery's Team Posted in Old Content.

• Enter your password to view comments.
• save this article
• Enter your password to view comments.
• POSTED IN Old Content.